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YOFFE INVESTMENT MANAGEMENT, LLC
CRD 173454 · SEC 801-80569
2 LEMOYNE DRIVE, SUITE 100, LEMOYNE, PA, 17043, United States
Phone
717-343-1120
Fax
717-303-5226
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.9M
Discretionary AUM
$174.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.6M |
| High net worth individuals | 10 | $173.2M |
| Charitable organizations | 1 | $51K |
States served
PA
Official SEC filing: View on IAPD